S&P500 at record high with limited upside…but underlying opportunity still thrives

Episode 334:  Since August 2020 the S&P 500 has climbed a COVID wall of worry consistently putting in new record highs.  I expect that to continue, with temporary bouts of turbulence, along with limited upside potential as we close out 2021.  However, I think vast amounts of opportunity still exist in the more value oriented, cyclical and ReOpening favored stocks that have taken a dip on fears of COVID Variants.  In this episode I’ll also discuss the difference between investing and speculation.